Nonprofit organizations require financial stability, supported by a reliable portfolio and consistent returns, to fund their mission over the long term. Our team has experience supporting values-driven business models for nonprofits, endowments and foundations, and we make it our mission to further the financial goals of our clients as best we can.
Our advisors provide independent research and investment solutions to prudently develop a portfolio designed to support your needs while managing risk. We stay abreast of the latest tax regulations and investment trends, utilizing the bandwidth of our capabilities to ensure your strategy is as streamlined as possible. In the end, our goal is to offer investment guidance and prudent portfolio management – with your mission in mind.
Our advisory services for nonprofits, foundations and endowments include:
- Investment policy review and development
- Asset allocation guidance
- Ongoing investment manager research and selection
- Performance reporting
- Retirement plan selection and advisory
- Consulting and education
- Risk management
